Caldwell Trust’s Magna International MGA Stock Holding History

Caldwell Trust’s Portfolio MGA Stock Details MGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-26
2023 Q1	$1.39K	Hold	26
2022 Q4	$1.46K	Buy	+26